Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 1226 non-vetted financial advisors in Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Colorado have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
JANUS HENDERSON INVESTORS 151 Detroit Street, Denver, CO, 80206 | 104652 | $269,270,176,628 | 7222 | A percentage of AUM, Performance Based |
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202 | 107376 | $88,624,009,784 | 142 | A percentage of AUM, Fixed fees |
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2, Greenwood Village, CO, 80111 | 112058 | $83,075,998,298 | 96580 | A percentage of AUM, Fixed fees |
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road, 2t3, Greenwood Village, CO, 80111 | 107272 | $58,624,561,186 | 41 | A percentage of AUM |
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202 | 159189 | $51,499,621,412 | 76 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
MERCER GLOBAL ADVISORS INC. 1200 17th Street, Suite 500 Denver, CO, 80202 | 147363 | $34,011,524,251 | 61972 | A percentage of AUM, Fixed fees |
CETERA ADVISORS LLC 5299 Dtc Blvd, Suite 800 Greenwood Village, CO, 80111 | 10299 | $24,025,594,747 | 84769 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
ARROWMARK COLORADO HOLDINGS, LLC 100 Fillmore Street, Suite 325 Denver, CO, 80206 | 149120 | $21,793,929,553 | 175 | A percentage of AUM, Performance Based |
ALPS ADVISORS, INC. 1290 Broadway, Suite 1000, Denver, CO, 80203 | 134340 | $18,876,170,687 | 8 | A percentage of AUM, Fixed fees |
KSL CAPITAL PARTNERS 100 St. Paul Street, Suite 800 Denver, CO, 80206 | 155677 | $17,987,833,412 | 33 | A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES) |
BEAR CREEK ASSET MANAGEMENT, LLC 1200 17th Street, Suite 970 Denver, CO, 80202 | 137677 | $13,780,095,000 | 179 | A percentage of AUM, Performance Based |
PROPRIETARY CAPITAL, LLC 1800 Larimer Street, Suite 1825 Denver, CO, 80202 | 125139 | $13,193,254,000 | 54 | A percentage of AUM, Performance Based |
NORTHWOOD INVESTORS LLC 1819 Wazee Street, Denver, CO, 80202 | 161406 | $11,022,472,477 | 29 | A percentage of AUM, Performance Based, Other (ACQUISITION FEE) |
1888 INVESTMENTS, LLC 1401 Lawrence Street, Suite 1920 Denver, CO, 80202 | 312491 | $6,771,104,920 | 58 | A percentage of AUM, Performance Based |
COOK STREET CONSULTING, INC. 5299 Dtc Blvd, Suite 1000 Greenwood Village, CO, 80111 | 112829 | $6,163,849,485 | 30 | A percentage of AUM, Hourly charges, Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Bradford A Gann Inquire with Bradford | 2438 Research Pkwy, Ste 105 Colorado Springs, CO 80920 | 719-328-1050 |
Brightside Wealth Advisors Inquire with Brightside | 1881 9th St, Ste 302 Boulder, CO 80302 | 720-565-6117 |
Barbara Davidman Inquire with Barbara | 5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 | 720-488-2411 |
Arthur Segall Inquire with Arthur | 5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 | 720-488-2361 |
Barnai Asset Management, LLC Inquire with Barnai | 2890 18th Street, Boulder, CO 80304 | 303-601-1410 |
Accrue Financial Services Inquire with Accrue | 1430 Larimer Street, Suite 203 Denver, CO 80202 | 303-906-6073 |
Brian Lindsey Inquire with Brian | 121 South Tejon St, Suite 700 Colorado Springs, CO 80903 | 719-475-3637 |
Andrea Shortino Inquire with Andrea | 16 Inverness Pl E, Bldg B Englewood, CO 80112 | 720-266-1010 |
Anthony Baldassari Inquire with Anthony | 1550 Market St, Suite 600 Denver, CO 80202 | 303-572-4016 |
Anchor Insurance Inquire with Anchor | 4601 Eagleridge Place, #120 Pueblo, CO 81008 | 719-225-3805 |
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